See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,237 | $73,867-60.4% | $143,757-79.7% | $68,494-57.3% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -14.23% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,767 | $3,184-44.5% | $4,951-64.3% | $2,596-31.9% |
| Participant deferral / active EE | $1,401 | $3,384-58.6% | $5,637-75.1% | $4,027-65.2% |
| Admin fee / account holder | $9,430 | $5,755+63.9% | $14,673-35.7% | $5,403+74.5% |